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Ponce Financial Group

43 hedge funds and large institutions have $52.7M invested in Ponce Financial Group in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more capital invested

Capital invested by funds: $48.3M → $52.7M (+$4.42M)

2.07% more ownership

Funds ownership: 26.14%28.21% (+2.1%)

0% more funds holding

Funds holding: 4343 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
21
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$21.8M -$204K -20,009 -0.9%
BlackRock
2
BlackRock
New York
$6.42M +$189K +18,566 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.65M +$495K +48,632 +12%
MI
4
M3F Inc
Utah
$3.62M +$1.08M +105,801 +43%
MCM
5
Maltese Capital Management
New York
$2.62M +$1.39M +136,979 +116%
State Street
6
State Street
Massachusetts
$1.9M +$45K +4,414 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.71M +$804K +78,957 +90%
Northern Trust
8
Northern Trust
Illinois
$1.3M +$86.1K +8,455 +7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.23M +$468K +45,944 +62%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$1.13M +$1.13M +110,484 New
MFP
11
Michael F. Price
$1.02M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$801K +$320K +31,438 +67%
N
13
Nuveen
North Carolina
$420K +$418K +41,086 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$378K +$15.9K +1,558 +4%
AllianceBernstein
15
AllianceBernstein
Tennessee
$330K +$11.4K +1,116 +4%
BCM
16
Bridgeway Capital Management
Texas
$329K +$142K +13,950 +77%
Charles Schwab
17
Charles Schwab
California
$316K +$24.3K +2,384 +8%
BFIM
18
Beese Fulmer Investment Management
Ohio
$281K
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$229K +$166K +16,299 +266%
PAM
20
Panagora Asset Management
Massachusetts
$212K -$167K -16,443 -44%
Deutsche Bank
21
Deutsche Bank
Germany
$212K +$56.8K +5,573 +36%
IWM
22
IHT Wealth Management
Illinois
$198K
Wells Fargo
23
Wells Fargo
California
$194K -$11.9K -1,173 -6%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$192K
LPL Financial
25
LPL Financial
California
$180K

PDLB Hedge Fund Activity: Q2 2019 in Review

43 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Ponce Financial Group (PDLB) for Q2 2019, worth a combined $52.7M — up 9.2% from $48.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PDLB positions and 2 closed out — a net gain of 2 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $1.39M. The largest seller was Clover Partners, exiting entirely with an estimated $2.93M sold.

  • 43 institutional investors held Ponce Financial Group (PDLB) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $52.7M of Ponce Financial Group stock for Q2 2019, up 9.2% quarter-over-quarter.
  • 4 funds opened new Ponce Financial Group positions in Q2 2019 and 2 closed out, a net change of +2 holders.
  • The largest Ponce Financial Group buyer in Q2 2019 was Maltese Capital Management, an estimated $1.39M added.
  • The largest Ponce Financial Group seller in Q2 2019 was Clover Partners, an estimated $2.93M sold.

Based on aggregated 13F filings for Q2 2019.